EPR Properties
EPR
403 hedge funds and large institutions have $5.05B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 127 reducing their positions, and 50 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 127
2% more capital invested
Capital invested by funds: $4.97B → $5.05B (+$77.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 416 → 403 (-13)
3.58% less ownership
Funds ownership: 88.21% → 84.62% (-3.6%)
20% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 50
22% less call options, than puts
Call options by funds: $11.5M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$36.1M |
| 2 |
JP Morgan Chase
New York
|
+$17.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$11.8M |
| 5 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$9.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$69.5M |
| 2 |
Goldman Sachs
New York
|
-$17M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.7M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.98M |
EPR Hedge Fund Activity: Q3 2019 in Review
403 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2019, worth a combined $5.05B — up 1.6% from $4.97B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of EPR and 40 opened new positions — a net loss of 10 holders — while 127 trimmed existing stakes and 149 added.
The largest buyer was Nuveen, adding an estimated $36.1M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $69.5M.
- 403 institutional investors held EPR Properties (EPR) as of Q3 2019, down from 416 in Q2 2019.
- Funds reported $5.05B of EPR Properties stock for Q3 2019, up 1.6% quarter-over-quarter.
- 40 funds opened new EPR Properties positions in Q3 2019 and 50 closed out, a net change of -10 holders.
- The largest EPR Properties buyer in Q3 2019 was Nuveen, an estimated $36.1M added.
- The largest EPR Properties seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $69.5M sold.
Based on aggregated 13F filings for Q3 2019.